Rion Nelson-Shipp
6186 Parkinson Lane,OH
Summary
Passionate financial services analyst motivated to positively impact individuals with knowledgeable and caring support. Never shies away from assignments and always goes beyond requirements to make a lasting difference. Offers excellent multitasking and problem-solving abilities.
Overview
3
3
years of professional experience
Work History
Case Advocate - Financial Services
Nationwide
03.2022 - Current
- Developed individualized action plans to support client's/BGA's in navigating complex situations/policies and achieving goals (placing policies in force).
- Communicated with the BGA's/stakeholders in a timely manner with very detailed emails explaining the information that is needed to move the cases forward.
- Communicating with the BGA's in a timely manner (if not the same day, 24 hours)
- Ended 2023 with 3 qualities for the year (98.84% technical score, 99.07% customer care score)
- One of the most vocal team members in the daily team forums sharing things that I discovered or techniques that I found to be helpful to us as case managers and stakeholders.
- Wrote an informal job aid for the team to assist with the rollover process.
Customer Service - Financial Services Analyst
Ohio Deferred Compensation
10.2021 - 02.2022
- Conferred with customers by telephone to provide information about retirement, withdrawals, and account balances.
- Included office work via scanning, withdrawal paperwork, tax paperwork, ACH paperwork, filing, and copying.
- Gave in depth information to participants on the retirement process, advice on tax percentages, typically held for withdrawals.
- Basic math via the Ohio Deferred Compensation calculator to calculate participant's withdrawals after taxes.
Education
High School Diploma -
Columbus Alternative High School
Columbus, OH05-2014
Skills
- Analytical reasoning
- Document review
- Document filing
- Communication strategies
- Persuasive communication style
Accomplishments
- Assisted my regional vice president with achieving their target sales goal before the year was completed (this has not been reached in two years)
Timeline
Case Advocate - Financial Services
Nationwide
03.2022 - Current
Customer Service - Financial Services Analyst
Ohio Deferred Compensation
10.2021 - 02.2022
High School Diploma -
Columbus Alternative High School
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